To back up the Source Server

Verify that the backup ran successfully. To test the integrity of the backup, select random files from your backup, restore them to an alternate location, and then confirm that the restored files are the same as the original files.

Install the most recent service packs and updates

You must install the latest service packs on the Source Server prior to migration. If service packs are missing, the Migration Preparation Tool will report the problem and ask you to install the necessary updates before proceeding.

To install Microsoft Exchange Server 2007 Service Pack 3 on , you need to close the Console and stop the “ Manager” Service. Click Start, click Administrative Tools, and then click Services. Click each service to stop, and then click Stop the service.

Verify the network configuration

To prepare for migration, a router must be installed on your network as the gateway to the Internet. The router should have DHCP disabled and must provide a firewall service, or you must add a firewall device to help protect your LAN from unauthorized access.

Evaluate the health of the Source Server

It is important to evaluate the health of your Source Server before you begin the migration. Use the following procedures to ensure that the updates are current, to generate a system health report, and to run the Best Practice Analyzer.

Download and install critical and security updates

Installing critical and security updates on the Source Server helps ensure that your migration will be successful and helps protect your network during the migration process.

To synchronize the server with the latest updates

Click Start, click All Programs, then click Windows Update.

At the bottom right side of the dialog box, where you see the text “You receive updates: Managed by your administrator” click on the link “Check online for updates from Microsoft Update”.

If updates are found, click the “Install updates” button.

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Alternately, you can update the WSUS server to review, approve and install the available updates.

Check the System Health reports for critical errors

You can generate System Health Reports from the Console.

To generate a system health report

Open the Windows SBS Console.

On the navigation bar, click the Reports tab.

In the Tasks pane, click Generate report.

Use the Best Practices Analyzer to evaluate the health of the Source Server

You can run the Best Practices Analyzer to verify that there are no issues on your server, network, or domain before you start the migration process. The Best Practices Analyzer collects configuration information from the following sources:

To use the Best Practices Analyzer to analyze your Source Server

Click Start, point to All Programs, and then click SBS Best Practices Analyzer Tool.

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Check for updates before you scan the server.

In the navigation pane, click Start a scan.

In the details pane, type the scan label, and then click Start scanning. The scan label is the name of the scan report, for example “SBS BPA Scan 8Jan2011.”

After the scan finishes, click View a report of this Best Practices scan.

After the Best Practices Analyzer collects and analyzes the information, it presents a list of issues that are sorted by severity. The BPA describes each issue that it encountered, and it suggests solutions. Three report types are available:

Report Type

Description

List Reports

Displays reports in a one-dimensional list.

Tree Reports

Displays reports in a hierarchical list.

Other Reports

Displays reports such as a Run-Time Log.

To view the description and the solutions for an issue, click the issue in the report. Not all of the issues that are reported by the BPA affect migration, but you should solve as many of the issues as possible to ensure that the migration is successful.

Optimize Exchange Server 2007 mailbox sizes

Migrating large mailboxes from Exchange Server can take a long time. To save time, reduce the size of the mailboxes before the migration. Send an email message to users with the following instructions about how to empty the Deleted Items folder and archive older mail.

To empty the Deleted Items folder

In Microsoft Outlook®, click Tools in the toolbar, and then click Empty "Deleted Items" Folder.

Run the Migration Preparation Tool

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These tasks apply only if you are migrating to Windows SBS 2011 Standard
from .

The Migration Preparation Tool makes changes to the Source Server, which are necessary to migrate to Windows SBS 2011 Standard. The Migration Preparation Tool runs Adprep.exe, which extends the Active Directory Domain Services (AD DS) schema and updates permissions as necessary to prepare a forest and domain for a domain controller that is running Windows SBS 2011 Standard
. The AD DS schema in Windows SBS 2011 Standard
is not the same as the AD DS schema in or in . To successfully complete the migration process, you must update the AD DS schema on the Source Server if it is running or .

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Back up your Source Server before you run the Migration Preparation Tool. All changes that the Migration Preparation Tool makes to the schema are irreversible. If you experience issues during the migration, the only way to return the Source Server to the state before you ran the Migration Preparation Tool is to restore the system backup.

Wichtig

To run the Migration Preparation Tool, you must be a member of the Enterprise Admins group, the Schema Admins group, and the Domain Admins group.

To verify that you have the appropriate permissions to run the tool on Windows SBS 2008

In the left pane, click to expand the Domain, click MyBusiness, click Users, and then click SBSUsers.

Right-click the administrator account that you are using for the migration, and then click Properties.

Click the Member Of tab, and then verify that Enterprise Admins, Schema Admins, and Domain Admins are listed in the Member of text box.

If the groups are not listed, click Add, and then add each group that is not listed.

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You might receive a permission error if the Netlogon service is not started.

You must log off and log back on the server for the changes to take effect.

You can use the latest version of the Windows Update Agent to ensure that the server update process works properly. You must first install Microsoft PowerShell 2.0 and Microsoft Baseline Configuration Analyzer 2.0 before installing Windows Update Agent.

The Migration Preparation Tool prepares the source domain for migration by extending the Active Directory schema. After the task is completed, click Next to continue.

After the source domain is prepared, the Migration Preparation Tool scans the Source Server to identify potential issues. There are two types of issues that can be identified by the Migration Preparation Tool:

Errors: Issues found on the Source Server that might block the migration from proceeding or cause the migration to fail. You must fix the issues by following the steps provided by the description, and then click Scan Again to start the scan.

Warnings: Issues found on the Source Server that might cause functional problems during migration. We highly recommend that you follow the steps that are provided in the description to fix the issue before proceeding.

After all the issues are fixed or acknowledged, click Next.

If you have not created a migration answer file, click Create an Answer File and follow the instructions that appear.

When the Migration Preparation Tool finishes, you must restart the Source Server before you begin the migration process.

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You must complete a successful run of the Migration Preparation Tool on the Source Server within two weeks of installing Windows SBS 2011 Standard
on the Destination Server. Otherwise, installation of Windows SBS 2011 Standard
on the Destination Server will be blocked, and you will have to run the Migration Preparation Tool on the Source Server again.

Plan to migrate line-of-business applications

A line-of-business (LOB) application is a critical computer application that is vital to running a business. These include accounting, supply-chain management, and resource-planning applications.

When you plan to migrate your LOB applications, consult with the LOB application providers to determine the appropriate method for migrating each application. You also must locate the media that is used to reinstall the LOB applications on the Destination Server.

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If you have a customized system health or alert add-in that you developed with the Windows Small Business Server 2008 SDK, and you want to continue use it in Windows SBS 2011 Standard
, also update and deploy it to the destination server.

You can fill in the following table as you collect LOB application information. A good place to start is to run Windows Control Panel, click Add Remove Programs and look in the “Program Files (x86)” and the “Program Files” folders.